Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Monday, February 24, 2020

  • 2:00 – 3:00 pm (Eastern Time)

  • 1:00 – 2:00 pm (Central Time)

  • 12:00 – 1:00 pm (Mountain Time)

  • 11:00 – 12:00 pm (Pacific Time)

Curriculum

On December 20, 2019 the Setting Every Community Up for Retirement Enhancement (SECURE) Act got signed into law with most provisions starting January 1, 2020. The SECURE Act represents the most comprehensive retirement reform legislation in over a decade and its enactment requires financial organizations to take swift action.

During this retirement webinar we’ll review what your organization needs to know about the SECURE Act, including its effective dates and an explanation of its provisions and their impact on your retirement products and services. 

These changes include changes to:

  • Automated Enrollment Incentives for Small Business Owners
  • Business Tax Credit for Plan Startup Costs
  • Form 5500 for Certain Contribution Plans
  • Rules and Notice Requirements
  • Time Period for New Plan Adoption by Companies
  • And Much More!


In addition, we’ll discuss some best practices designed to assist you while the IRS and DOL are working on formal guidance pertaining to SECURE.

Join us for this critically important webinar for all Banks, Credit Unions, Human Resource Representatives and Employers! 

Click here to download the full text of the legislation.

Instructor

Ascensus Leaders in Retirement Training

Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.

Credits

1.0 CPE Credits